May 11, 2026

Compa: Expansion Revenue Over New Logos

New Intel: Compa is putting more weight behind expansion than new-logo sales. That suggests the product is becoming core HR infrastructure inside existing enterprise accounts.

Compa

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Compensation Intelligence

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Series B

May 11, 2026

The Model Stack Is Going Fully In-House

New Intel: Bland is building an in-house multimodal LLM with streaming audio and tool use, not wrapping third-party models. The voice AI margin war is going to be won at the model layer, and they know it.

Bland AI

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Voice AI

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Series B

May 11, 2026

Distribution Is Being Rebuilt Around Partners And Investors

New Intel: PolyAI is building a PE and VC partner program with a quota tied to portfolio company adoption, alongside a TSD channel motion. This is a deliberate bet that indirect distribution scales faster than enterprise AE hiring.

PolyAI

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Voice AI

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Series C

May 11, 2026

Healthcare Is The Next Regulated Wedge

New Intel: PolyAI is building a healthcare vertical with a dedicated AE, Epic and ModMed integration requirements, and HIPAA plus PCI readiness on the security roadmap. The real competitors here are Hippocratic AI and Infinitus, not contact center incumbents.

PolyAI

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Voice AI

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Series C

May 11, 2026

MeltPlan: Racing the incumbents' AI announcement cycle.

New Intel: MeltPlan has a narrow window before Autodesk or Procore bundles good-enough AI into preconstruction. Workflow depth matters more than feature count now.

MeltPlan

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Construction AI

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Seed

May 11, 2026

Etched: Production Ramp Is Imminent, Not Speculative

New Intel: Etched is building customer RMA workflows, 8D/CAPA reporting, and Taiwan ODM ramp capability right now. You do not build that apparatus until silicon is about to reach paying customers, so first shipments are a near-term event.

Etched

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AI Silicon

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Series B

May 11, 2026

Runway: API becoming a standalone revenue line

New Intel: Runway is turning its developer API into a standalone business line, with its own funnel and post-sale ownership. That gives it revenue beyond creative seats.

Runway

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Generative Video

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Series D+

May 11, 2026

Upwind Security: Extending Runtime Sensor Into Windows And Autonomous Response

New Intel: Upwind Security is building Windows kernel-level sensors and autonomous AI response agents, pushing into territory traditionally owned by EDR vendors like CrowdStrike. Most CNAPP vendors stay in their swim lane; Upwind is choosing not to.

Upwind Security

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Cloud Security

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Series A

May 11, 2026

Upwind Security: Rebranding From CNAPP Vendor To AI-Native Security Company

New Intel: Upwind Security is building brand, AI platform, and threat research leadership in parallel. That often comes before either a major round or a category-defining product launch.

Upwind Security

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Cloud Security

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Series A

May 11, 2026

The LLM Gateway Is Becoming The Second Product

New Intel: AssemblyAI is staffing a Go-based LLM gateway team that integrates OpenAI, Anthropic, Vertex, and Bedrock. The transcription company is quietly inserting itself into the LLM billing layer, where the real margin lives.

AssemblyAI

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Voice AI

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Series C